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YOUR NEXT ATRA CONTRIBUTION Please return this completed form with a check payable to TIAA-CREF in the envelope provided or mail to TIAA-CREF PO Box 4398 Carol Stream IL 60197-4398.
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TIAA ATRA stands for Tax Information Authorization and Asset Transfer Request Agreement. It is a form used to authorize the transfer of assets from a retirement plan to a TIAA Traditional Annuity.
Individuals who want to transfer assets from a retirement plan to a TIAA Traditional Annuity are required to file TIAA ATRA.
The TIAA ATRA form can be filled out by providing personal and retirement plan information, including the amount to be transferred and the desired annuity options. It is recommended to consult with a financial advisor or TIAA representative for assistance in completing the form.
The purpose of TIAA ATRA is to authorize the transfer of assets from a retirement plan to a TIAA Traditional Annuity. It allows individuals to convert their retirement savings into a guaranteed income stream during retirement.
The TIAA ATRA form typically requires the reporting of personal information, retirement plan details, the desired annuity options, and the amount to be transferred.
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